In response to COVID-19, our physical office has temporarily closed in order to help prevent the spread of this virus. Please be assured that we remain committed to meeting your needs. During this time, we will be working from our homes.
You can reach us by email at firstname.lastname@example.org or
or by calling Jay Oliver on his mobile number at 903-570-9226
In today's environment individuals are seeking professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated.
My role as a trusted Financial Advisor is to help my clients achieve long-term financial success, freedom, and security.
My commitment to the clients who choose to work with me is simple. I will strive to care more about you and be more personally devoted to your financial success than anyone in the world outside of your family. I believe the right financial advisor for you is the one you and your family trust the most. I'm committed to earning that trust.
In today’s environment individuals are seeking professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated.
The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
By building long-term trusted relationships with his clients, Jay is able to guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that will provide for the financial security and unique goals of each client.